CEO at SophiaSpace Inc - Venture Partner at @SparkLabsGlobal. Fortunate to have been CxO at a number of successful digital media and mobile companies.
San Francisco
Joined March 2007
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Rob DeMillo retweeted
50% of US data centers are being delayed or canceled. 17% are uncertain. Only 33% are actually being built. This what's driving AI compute into orbit.
Rob DeMillo retweeted
Google's ex-CEO Eric Schmidt talks about how his whole early life was basically coding, and how AI just wiped it out.
He says in his 20s all he wanted to do was write programs, all the way through college and grad school, and that this is what built his career.
But now, every single thing he learned back then can be done by AI.
"Each and every one of you has a supercomputer and superprogrammer in your pocket."
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From 'Institute of Politics Harvard Kennedy School' YT channel
Rob DeMillo retweeted
"The most important thing in the next 3-4 years is data centers in space.
In every way, data centers in space, from a first principles perspective, are superior to data centers on earth.
In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery.
The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite.
The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
This is my fifth conversation with @GavinSBaker.
Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance.
We discuss:
- Nvidia vs Google (GPUs + TPUs)
- Scaling laws and reasoning models
- The economics of AI compute
- Why Blackwell's delay mattered
- The bear case on the AI capex buildout
- Data centers in space
- The mistake SaaS companies are making
Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before.
Enjoy!
Timestamps:
0:00 Intro
5:03 The Blackwell Transition
23:15 The Prisoner's Dilemma
27:12 The Bear Case: Edge AI
37:19 Meta, Open Source, and Model Depreciation
43:08 Geopolitics and Rare Earths
50:42 Data Centers in Space
56:06 Power Constraints as a Governor
1:11:31 The SaaS Mistake
1:16:17 Nuclear and Quantum
1:22:25 Gavin’s Investing Origins
Proud of you and your team, @YevgenySimkin
businessinsider.com/samizdat…
Rob DeMillo retweeted
DTNS video for Monday August 29, 2022
“Is Apple’s VR becoming Reality?”
Episode 4343 with @acedtect @sarahlane @UberRob @jollyroger
Watch here: youtu.be/syu5jFP51HY
ALT “IS APPLE’S VR BECOMING REALITY?” in white text on screenshot of Rob DeMillo taken from today’s video recording of DTNS, “Rob DeMillo” in white text in the bottom left corner, “EPISODE 4343” in white text across the bottom.
Rob DeMillo retweeted
Nitra Raises $62 Million to Revolutionize Fintech for the Healthcare Industry finance.yahoo.com/news/nitra… Congrats to Jonathan & team for closing their seed round!
@SparkLabsGlobal @SparkLabsTaipei invested along side a16z, NEA, others
#startup #VentureCapital #founders #startups
Thank you for giving us the opportunity to put cloud computing and architecture in a blender and chat it up @etroxel - excellent conversation.
🎧 @UberRob & Jibert El-Zmetr of @SOM_Design joins #TRXL to talk about their vision for modern cloud computing and why it was important to take the company and team collaboration to the next level trxl.co/podcast/087
Rob DeMillo retweeted
“The era of the $20,000 workstation and the desk is over." Read more on how SOM is paving the way as one of the first AEC firms to adopt all-cloud technology, featuring CTO @UberRob: bit.ly/3DW0QVS
This interview with the Stroud&Clarke folks was a lot of fun.... honored to have made their cover. lnkd.in/grjMffr
Rob DeMillo retweeted
CTO Rob DeMillo @UberRob chats with @TechExecMag on how digital tools can drive organizational and cultural change. bit.ly/3vDFoR4
Rob DeMillo retweeted
All humans must keep indoors.
All humans will self isolate.
By order of the daleks.
#COVID19
How we're dealing with working from home at SOM and collaborating with our world-wide teams archdaily.com/936156/remote-…
Thanks again @acedtect @sarahlane and @jollyroger - tremendousky fun as well. (good night Sarah, Tom and Roger)
Not getting a good night's sleep? See what sleep trackers can and can't do for you as @UberRob joins @acedtect and @sarahlane on today's episode of @dailytechnewssh!
dailytechnewsshow.com/2019/1…
So, @karengillan, @mattsmith_dw, Peter Capaldi... Is it in everyone's contract that when you leave #doctorwho you shave your head? cinemablend.com/news/2479314…
Rob DeMillo retweeted
Beltalowda! #TheExpanse just got nominated for a Saturn Award! Thanks so much to @SaturnAwards1 for the awesome nomination! And thanks to our Screaming Firehawks for all your support! 🚀✨🙌
@PrimeVideo @ExpanseOnPrime @primevideouk @AmazonStudios
Rob DeMillo retweeted
Weird posts all day about software errors (accidental or not) and how they can cancel each other. I spent 20 years finding/classifying software faults and failures in millions of lines of code and never saw any evidence of this. Where did this idea come from? I’m skeptical.
Rob DeMillo retweeted
I think it infinitely inferior to my own Flat Universe theory, in which instead of a Big Bang, everything came into existence when God slid the universe under a door.
Finally getting around to watching the finale of season 2 of @startrekcbs - @ansonmount wins with the line "This is Starfleet. Get it done." Nice work cast & crew.